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| Premier Financial Group Inc
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|---|---|
| CRD # | 107314 |
| SEC # | 801-38364 |
| CIK # | 0001577916, 0001548258, 0001989061, 0000946647, 0001646460, 0001764449 |
| AUM | 819.9 M (2026-03-02) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 707-443-2741 |
| Address | 725 Sixth Street Eureka, CA 95501-1103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 2.2 | ||
| iShares Silver Trust | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 530 | 476.4 |
| (b) Individuals (high net worth individuals) | 16 | 144.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 154.8 |
| (h) Charitable organizations | 5 | 37.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,362 | 819.9 |
| By Discretionary | ||
| Discretionary | 1,340 | 697.5 |
| Non-Discretionary | 22 | 122.4 |
| Total | 1,362 | 819.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 819.9 | |
| Total | 1,362 | 819.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000946647] | |
| 10-Q | [0000946647] | |
| 3 | [0000946647] | |
| 4 | [0000946647] | |
| 5 | [0000946647] | |
| 8-K | [0000946647] | |
| SC 13G | [0000946647] | |
| 3 | [0001548258] | |
| 4 | [0001548258] | |
| 10-K | [0001577916] | |
| 10-Q | [0001577916] | |
| 3 | [0001577916] | |
| 4 | [0001577916] | |
| 8-K | [0001577916] | |
| SC 13G | [0001577916] | |
| D | [0001646460] | |
| D | [0001764449] | |
| 13F-HR | [0001989061] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Premier Inc | |
| Boudreau Helen M | |
| Fine Peter | |
| O'Quinn Marvin R | |
| Statuto Richard J | |
| Wolf Ellen C | |
| Radcliff Bruce J | |
| Bigalke John T | |
| Davids Jody R | |
| Miller Marc D | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 21,033 | $28.25 | 594,182 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 35,349 | $28.25 | 998,609 |
|
Premier Inc PINC
Option (right to buy) · derivative
|
2025-11-25 | Disposed to issuer | 22,157 | $0.00 | |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 26,916 | $0.00 | |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 78,693 | $28.25 | 2,223,077 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 42,450 | $28.25 | 1,199,212 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 52,708 | $28.25 | 1,489,001 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 42,450 | $28.25 | 1,199,212 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 18,668 | $28.25 | 527,371 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 27,536 | $28.25 | 777,892 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 32,018 | $0.00 | |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 79,817 | $28.25 | 2,254,830 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 51,938 | $28.25 | 1,467,248 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 42,450 | $28.25 | 1,199,212 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 22,535 | $28.25 | 636,614 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 14,514 | $0.00 | |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 45,190 | $28.25 | 1,276,618 |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 8,621 | $0.00 | |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 15,173 | $0.00 | |
|
Premier Inc PINC
Class A Common Stock
|
2025-11-25 | Disposed to issuer | 161,464 | $28.25 | 4,561,358 |
| showing 20 of 200 most recent transactions | |||||
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